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Make a positive impact on your life and your children’s lives by successfully planning your financial future now. You may think that financial planning is only for the very rich or the very old, but financial planning is for everyone. Planning how you’ll pay for life events such as college, long-term healthcare, a wedding, or retirement will help you build a nest egg that lasts throughout your lifetime.
Afraid you’ll outlive your nest egg? Retirement has multiple stages and no two are alike. Whether you’re just getting started, building your wealth, getting ready to retire, living in retirement, or currently managing your retirement, we will be your strategic partner for guidance and specialized service to help you meet your unique needs and goals.
We have comprehensive planning for:- Retirement income distribution
- Basic to advanced estate planning
- Portfolio diversification
- Retirement plan development
- Estate planning
- IRA rollover
- Long-term health care planning
- Life insurance
- College education planning
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Click here for the Raymond James corporate Privacy Notice.
Creating a financial plan for college education has never been more important than now. With a sound plan you can comfortably send your child or grandchild to college, enjoy their high school and college years, and stay on track to retire.
Our Financial Advisors will help you:- Estimate your total college education costs
- Understand your funding options
- Calculate your estimated financial commitment
- Assist you in determining how much you’ll need to save
By taking the time to educate yourself and work with a financial planner, you and your child can have a bright financial future.
Don't wait – contact a Financial Advisor today! College Cost Projector Education Account Comparison
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Click here for the Raymond James corporate Privacy Notice.
The ideals and traditions that make you who you are today, are the legacy you’ll pass on to your family. Through estate planning, you can ensure your family is taken care of in the event of illness or after you’re gone. By planning how you want your assets managed when you can no longer manage them yourself, you save money and prevent potential chaos and hard feelings between those you love. No matter the size of your estate, it’s important to have at least a basic estate plan in place.
As full-service Estate Planners we offer:- Custody and safekeeping services
- Account management for wills and living trusts
- Health-care proxy
- Established life insurance trusts
- Estate settlement services
With the fast pace changes occurring in estate planning, it’s essential you understand their effects. Your Financial Advisor can guide you through this unchartered territory to give you confidence about your choices and your legacy.
Contact a Financial Advisor today!
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Click here for the Raymond James corporate Privacy Notice.
Let’s face it. Affluent individuals' needs are different when it comes to financial planning. Many Financial Advisors sell investment or insurance products and manage just a portion of your financial or retirement plan. We’re different. We manage your entire investment portfolio and financial plan based on your financial and retirement goals. Our Certified Financial Planner® will highlight your current and future income streams to accomplish what you value most.
You should consider private planning if you are:- A small or medium size business entrepreneur whose private and
business resources are closely connected - Retired or highly focused on working towards retirement and financial dreams
- Needing a complex financial solution in concentrated stock positioning
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Click here for the Raymond James corporate Privacy Notice.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Click here for the Raymond James corporate Privacy Notice.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Click here for the Raymond James corporate Privacy Notice.